# If price is right, industry sees no limit to US gas supply growth

> Senior executives including Vitol Americas CEO Ben Marshall said US gas supply can grow without meaningful upstream limits at a forward strip of about $3-3.50/MMBtu. S&P Global data shows Lower 48 output averaging nearly 111 Bcf/d, up about 4% from 2025.

- Date: 2026-11-12 · published 2026-11-13T06:10:00.456Z
- Category: macro · region US · magnitude low
- Page: https://feedsoft.ai/events/97213-if-price-is-right-industry-sees-no-limit-to-us-gas-supply-growth
- Commodities: [Natural Gas](https://feedsoft.ai/c/NATGAS.md)

## Why it matters

Ample supply that responds to price caps US gas upside over the medium term. Lower expected gas costs support US fertilizer and processing margins.

## Read by commodity

- NATGAS: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| NATGAS | 2026-01-21 | [Global LNG supply set to jump in 2026, limiting prices and spurring demand \| Reuters](https://feedsoft.ai/events/21223-global-lng-supply-set-to-jump-in-2026-limiting-prices-and-spurring-demand.md) | +176.6% | -24.2% |
| NATGAS | 2019-09-13 | [IHS Markit: US natural gas price will fall to levels not seen since 1970s \| World Pipelines](https://feedsoft.ai/events/57254-ihs-markit-us-natural-gas-price-will-fall-to-levels-not-seen-since-1970s-world.md) | -0.1% | -13.8% |
| NATGAS | 2025-04-28 | [Supply Disruptions Not Enough to Lift Global Natural Gas Prices as Asian Demand Remains Weak — LNG Recap](https://feedsoft.ai/events/25298-supply-disruptions-not-enough-to-lift-global-natural-gas-prices-as-asian-demand.md) | +18.9% | +10.8% |
| NATGAS | 2020-10-06 | [Lower gas prices to benefit urea producers, reduce subsidy needs: Icra, ETEnergyworld](https://feedsoft.ai/events/50947-lower-gas-prices-to-benefit-urea-producers-reduce-subsidy-needs-icra.md) | +15.1% | +39.9% |
| NATGAS | 2017-03-06 | [Moody's: Oversupply to keep LNG prices low beyond 2020 \| Oil & Gas Journal](https://feedsoft.ai/events/72168-moody-s-oversupply-to-keep-lng-prices-low-beyond-2020-oil-and-gas-journal.md) | +12.6% | +18.9% |

## Sources

- spglobal.com: https://www.spglobal.com/energy/en/news-research/latest-news/natural-gas/111226-if-price-is-right-industry-sees-no-limit-to-us-gas-supply-growth

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.